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Question

reports running wit sub accounts

  • March 25, 2026
  • 2 replies
  • 73 views
S
Active Voice
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 Hi Community!

See if you have a suggestion here.

I have a customer who has main account and sub accounts. 

They want to run tow type of schedule reports in weekely bases. one to Finance to have visibility on all usage with all subaccounts and another one per subaccounts head of department.

My question:

can be run a report from the main account that can easily tell what env have been spent by each sub account? 

thanks

2 replies

JohnSantos
Guru
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  • JohnSantosGuru
  • Guru
  • March 26, 2026

​@susa 

For Finance (global view)

Use:

  • DocuSign Admin → Organization Reports
  • Export:
    • Envelope volume by account
    • Date range (weekly)

Then:

  • Build a scheduled export + Excel/BI dashboard

For Department Heads (per subaccount)

  • Each subaccount admin:
    • Uses standard reports
    • Schedules weekly report emails

 

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.
J
Community Moderator
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  • Jenny.MartinCommunity Moderator
  • Community Moderator
  • April 3, 2026

Hello ​@susa,

I hope you're doing well. I'm following up on the solution provided above. Could you please confirm whether it addresses your question? If it did, can you please mark it as Best Answer ✅" to assist other users with similar inquiries and improve its visibility. Let us know if we can help with anything else. Wishing you a smooth rest of your day! 

 

Regards,

Jenny | Docusign Community Moderator

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